Wealth and Estate Planner

Responsibilities

• Deliver high-level estate planning consultations to high-net-worth (HNW) clients and prospects.
• Partner with Scotia Wealth Management advisors to conduct discovery meetings and review Wills, Powers of Attorney, and overall financial plans.
• Produce written reports highlighting needs-based estate planning strategies and identifying wealth opportunities such as insurance or business succession.
• Support business development by promoting estate planning services and referring complex cases to Estate & Trust Consultants.
• Act as a technical expert to assist in client and advisor education seminars.
• Maintain risk management standards by ensuring all actions align with bank policies, compliance, and regulatory guidelines.

Requirements

• Proven experience in estate planning.
• In-depth experience working with high-net-worth (HNW) clients and their professional advisors.
• Technical proficiency in wealth and estate planning strategies, including insurance, tax, family law, and charity law.
• Strong knowledge of business succession planning.

Preferred Qualifications

• Professional legal background (Lawyer preferred).

About the Company

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.